Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Client Services Associate in Seattle, WA vacancy
- Financial Advisory Partners in Bellevue, WA seeks a Registered Client Service Associate to join a collaborative wealth management team. The role blends portfolio trading, client service, and operational support in a fast-paced environment. The ideal candidate handles onboarding...Suggested
$63k - $86k
Threadline Wealth is an independent SEC-registered investment adviser serving... ...with highly personalized client experience. We are a modern independent... ..., operations, and client service teams. Role Summary The Client Service Associate partners with Wealth Advisors and...SuggestedWork at officeRemote work3 days per week1 day per week$70k - $95k
Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA (in-office, Mon-Fri) Compensation: $70,000-$95,000 base + performance bonus | Full benefits The Role One Oak Wealth Management...SuggestedWork at office$35.63k - $85k
...Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...SuggestedTemporary workWork at officeLocal areaPowerToFly
Bellevue, WA5 days ago$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at officeVodia Ventures
Seattle, WA4 days ago- ...We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader... ...of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail...Work at office
International Search Consultants
Seattle, WA2 days ago $50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle... ...Financial Professionals in day-to-day operations of a growing wealth management practice. This role requires superior...Full timePart timeLocal area- ...growing and evolving boutique financial planning and wealth management firm dedicated to providing exceptional client service and personalized financial guidance. We are seeking a Registered Client Service Associate who is adaptable, detail-oriented, and eager to contribute...Work at office
- ...Client Service Associate Location: New York, NY or Seattle, WA Schedule: Hybrid (4 days onsite / 1 day remote) Employment Type: Contract... ...for professionals with experience in financial services, wealth management, RIA, broker-dealer, or investment operations environments...Full timeContract workWork at officeRemote work
$35.15k - $90k
...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...registered or unregistered Client Service Associate responsibilities at the request of the...Temporary workWork experience placementLocal area$225k - $365k
Private Client Services Associate - Junior to Mid-Level Washington, United States | Posted on 10/27/2025 Private Client Services Associate - Junior... ...The Private Client team operates at the intersection of wealth management, business strategy, and family dynamics. This is...Private practice$85k - $100k
...Client Service, Senior Associate Seattle, WA At Freestone, we believe in making a meaningful difference by focusing on what truly matters to... ...of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets...Full timeSummer workWork at office- Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ...and professionals, is seeking a Client Service Associate to support their advisory team. This is... ...service experience within an RIA, wealth management, or financial services firm...
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing... ...or a related field. Previous experience in a brokerage, wealth management, banking, or financial services environment....Full timeWork at officeRemote workMonday to Friday
Raymond James Financial Services
Seattle, WA3 days ago - Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$65k - $81k
...Pathstone is seeking a support role for their Bellevue, WA office to assist a Client Advisory Team with client service and daily operations. Key duties involve supporting investment strategies, drafting documentation, and liaising with other professionals. The ideal candidate...Work at officePathStone
Bellevue, WA4 days ago- ...D.A. Davidson in Seattle, WA is seeking a capable Client Associate to join our high performing team. This role requires meticulous attention... ..., the ability to juggle multiple requests, and strong client service skills in a confidential environment. You will support...
Dadavidson
Seattle, WA3 days ago - ...selling spaces by building an ecosystem of products, places, services and spaces that elevates and establishes the RH brand as a... ...concerned with what's right, rather than who's right. Client Services Associates play an integral role in providing luxury service and...Work at officeLocal area
RH Restoration Hardware
Seattle, WA2 days ago $80k - $85k
...Client Service Associate Invesco is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office. Responsibilities of the Role:...Work at officeTelepathy Inc
Seattle, WA3 days ago$50k - $65k
...Client Service Associate At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do...Edelman Financial Engines
Bellevue, WA2 days ago- ...A leading investment management company in Seattle is seeking a Client Services Associate to join their team. This role offers a hybrid work model, requiring on-site presence 3-4 days a week. The successful candidate will provide operational support and ensure outstanding...Full timeContract work3 days per week
Motion Recruitment
Seattle, WA3 days ago $22.64 per hour
...About The Role As a Client Services Associate, you aren’t just \"handling mail\"—you are the engine that keeps our workplace humming. You are a hospitality pro, a logistics wizard, and the face of our professional standards. Your goal is simple: ensure every employee and...Full timeTemporary workPart timeWork experience placementSPS
Seattle, WA1 day ago- D.A. Davidson Companies in Seattle seeks an exceptional Client Associate to support a high-producing team. This role requires outstanding client service, strict confidentiality, and the ability to balance multiple requests with precision. The ideal candidate will have...
- Bank of America in Washington State seeks a Client Services Specialist to support Financial Advisors, delivering premier service and helping educate clients on banking and investment offerings. You will ensure timely, accurate client materials, manage requests, strengthen...
$22.64 per hour
...Client Services Associate Renton, Washington, United States Mailroom Associate The Mailroom Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Mailroom Associate provides exceptional...Temporary workWork experience placementImmediate startFlexible hours- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal...
$20 - $25 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...___ About The Role As a Client Services associate you will represent Navia in a professional...Work at officeWork from homeShift work- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Services Associate. Be the first to apply!
Related searches
- client services associate Seattle, WA
- client solutions associate Seattle, WA
- client success associate Seattle, WA
- client relationship associate Seattle, WA
- client account associate Seattle, WA
- community services specialist Seattle, WA
- professional services specialist Seattle, WA
- toyota service advisor Seattle, WA
- environmental services attendant Seattle, WA
- support services associate Seattle, WA